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Example of Savings Calculator Template


Savings Calculator

Saving's Chart
Earnings
$100,000.00
$90,000.00 Savings Plan
$80,000.00 Initial Investment $10,000.00
-----------End Balance $70,000.00 Years of Investment 30
-----------Cumulative Investment $60,000.00 Annual Interest Rate 3.50%
$50,000.00 Deposit amount $100.00
$40,000.00 Number of deposits per year 12
$30,000.00 Additional annual Investments $0.00
$20,000.00 Summary
$10,000.00 Value After 30 Years $92,074.15
0
20
40
Total Invested $46,000.00
Date
Interest Earned $46,074.15

Yearly Summary
Year
Interest Rate
Scheduled Deposits
Estimated Annual Interest
Cumulative Interest
Cumulative Investment
End Balance
$10,000.00 $10,000.00
1 3.50% $1,200.00 $375.11 $375.11 $11,200.00 $11,575.11
2 3.50% $1,200.00 $431.13 $806.24 $12,400.00 $13,206.24
3 3.50% $1,200.00 $489.14 $1,295.38 $13,600.00 $14,895.38
4 3.50% $1,200.00 $549.22 $1,844.60 $14,800.00 $16,644.60
5 3.50% $1,200.00 $611.44 $2,456.04 $16,000.00 $18,456.04
6 3.50% $1,200.00 $675.86 $3,131.90 $17,200.00 $20,331.90
7 3.50% $1,200.00 $742.58 $3,874.49 $18,400.00 $22,274.49
8 3.50% $1,200.00 $811.67 $4,686.16 $19,600.00 $24,286.16
9 3.50% $1,200.00 $883.22 $5,569.38 $20,800.00 $26,369.38
10 3.50% $1,200.00 $957.32 $6,526.70 $22,000.00 $28,526.70
11 3.50% $1,200.00 $1,034.05 $7,560.75 $23,200.00 $30,760.75
12 3.50% $1,200.00 $1,113.50 $8,674.25 $24,400.00 $33,074.25
13 3.50% $1,200.00 $1,195.79 $9,870.04 $25,600.00 $35,470.04
14 3.50% $1,200.00 $1,281.00 $11,151.04 $26,800.00 $37,951.04
15 3.50% $1,200.00 $1,369.24 $12,520.28 $28,000.00 $40,520.28
16 3.50% $1,200.00 $1,460.62 $13,980.90 $29,200.00 $43,180.90
17 3.50% $1,200.00 $1,555.25 $15,536.15 $30,400.00 $45,936.15
18 3.50% $1,200.00 $1,653.25 $17,189.40 $31,600.00 $48,789.40
19 3.50% $1,200.00 $1,754.73 $18,944.13 $32,800.00 $51,744.13
20 3.50% $1,200.00 $1,859.82 $20,803.95 $34,000.00 $54,803.95
21 3.50% $1,200.00 $1,968.65 $22,772.60 $35,200.00 $57,972.60
22 3.50% $1,200.00 $2,081.35 $24,853.94 $36,400.00 $61,253.94
23 3.50% $1,200.00 $2,198.05 $27,052.00 $37,600.00 $64,652.00
24 3.50% $1,200.00 $2,318.91 $29,370.91 $38,800.00 $68,170.91
25 3.50% $1,200.00 $2,444.07 $31,814.98 $40,000.00 $71,814.98
26 3.50% $1,200.00 $2,573.68 $34,388.66 $41,200.00 $75,588.66
27 3.50% $1,200.00 $2,707.90 $37,096.55 $42,400.00 $79,496.55
28 3.50% $1,200.00 $2,846.89 $39,943.44 $43,600.00 $83,543.44
29 3.50% $1,200.00 $2,990.82 $42,934.27 $44,800.00 $87,734.27
30 3.50% $1,200.00 $3,139.88 $46,074.15 $46,000.00 $92,074.15


Notes on Savings Calculator Example

Use this Savings Calculator to estimate your savings amounts per year.
This document DOES NOT take into account taxes on interest and assumes
a fixed interest rate. Use this only for personal education, please
consult a financial adviser or other professional for financial decisions.

Initial Investment: the starting investment amount.
Years of Investment: number of years you plan on making regular deposits.
Annual Interest Rate: the annual interest rate associated with the investment
account.
Deposit Amount: the amount you plan on investing each period.
Number of deposits per year: the amount of deposits you plan on making
per year. Use the following guideline:
1 Annually
2 Semi-Annually
4 Quarterly
12 Monthly
24 Bi-monthly
52 Weekly
365 Daily

Additional Annual Investments: Any additional yearly deposits, at the
end of the year.

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